Pulkit Gupta

Experience

• 

  Force Motors Ltd

  Apr 2018 - Jun 2018

  Sales Executive

  > Find prospects and leads> Learn details about our products and services> Understand all the prospects needs, problems or wants> Explain how our solutions align with their points> Meet with potential clients and act as their consultant

• 

  ICICI Bank

  Aug 2019 - Nov 2023

  Transactions to support Banking Operations> Monitoring and ensuring compliance with banking rules, regulation and procedures> Ensure client data is protected from public and secured against fraud> Investigate and resolves escalated or complex problems in client accounts> Handle branch focus and NPS (Net Promoter Score)> Dealing with Financial instruments such as Mutual Fund, Loans, and Insurance > Acceptance and Lending of Funds> Clearing and Settlement of Accounts> Supervising and monitoring teller regarding cash management> Customer onboarding and new customer proposition

  • Deputy Branch Manager

    Aug 2019 - Nov 2023

  • Assistant Manager

    Aug 2019 - Mar 2022
• 

  Axis Bank

  Nov 2023 - now

  Branch Relationship Officer

  > Ensure all required controls are implemented, documented and monitored so as to ensure full audit compliance > Understanding of KYC regulations, AML frameworks, and risk assessment methodologies > Proactively building trusted client relationships – maintain a portfolio of active and growing customers > Prepare credit proposal and loan application of customers > Reviewed credit information obtained from credit bureaus to determine approval of loans or lines of credit > Maintained accurate records of all transactions conducted during a given period > Identified opportunities for improvement within existing processes and systems used by the branch office > Handle multiple tasks independently and word under tight deadlines > Obtaining data/information from customers for assessment and processing of the proposals Show less